location_0_addressRegionName

location_0_addressCountryName

OFFSITE

PERMANENT

FULL_TIME

jobPosting hiringOrganization as json hashed.

ADAPTED_NOW

UNKNOWN

Consultant financier

Fisher Investments Luxembourg is the Luxembourg-based subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. The Investment Counsellor (brokerage division) ("AV IC") role is focused on building long standing relationships with our clients who are invested through insurance products such as assurance vie and certain other tax wrappers ("AV clients"), ensuring they receive exceptional service.

ruleId[1] ruleCategoryId[EU_FR_Eng.Discrimination_prohibit] terms[and, english, looking, the]

ruleId[17] ruleCategoryId[EU_FR_Eng.Discrimination_prohibit] terms[on]

KBSkills

ACTIVE

Fisher Investments Luxembourg is the Luxembourg-based subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown over the past decade and we're looking for motivated candidates with finance and insurance backgrounds to join our team as Investment Counsellors (brokerage division) to help us better the financial industry in France as we continue our expansion in Europe. The Opportunity: The Investment Counsellor (brokerage division) ("AV IC") role is focused on building long standing relationships with our clients who are invested through insurance products such as assurance vie and certain other tax wrappers ("AV clients"), ensuring they receive exceptional service. AV ICs manage high-net-worth AV client relationships in France from our office in Luxembourg by serving as their primary contact. You would join our team as a French AV Investment Counsellor, reporting directly to the French expansion manager. The Day-To-Day:<ul><li>Build long standing relationships with our AV clients, ensuring they receive exceptional service</li><li>Manage high-net-worth AV client relationships with approximately €100-150 million in assets in aggregate</li><li>Proactively provide portfolio updates and educate AV clients on financial markets, Fisher's market strategy and investment philosophy</li><li>Gain advanced finance, capital markets and insurance education through our training and mentoring program</li></ul>Your Qualifications: <ul><li>5+ years’ experience offering Assurance Vie products to clients</li><li>Experience managing relationships of private clients within the banking/wealth/insurance management industry</li><li>Master’s Degree (ideally in Finance or Wealth Management)</li><li>A sound knowledge of financial concepts, markets, insurance concepts, current events and the French market</li><li>Fluent French and English language skills. Proficiency in other European languages is beneficial.</li><li>You are engaging and can connect with a wide array of audiences by phone and email</li><li>Maintain a positive personality and empathize with clients in good times and bad</li><li>Commitment to maintain quality of work while sticking to a timeline</li></ul>Why Fisher Investments Luxembourg: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Luxembourg align with our clients’ priorities by using a simple and transparent fee structure and recognised European custodians.  It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:<ul><li>100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents</li><li>28 days annual leave with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays</li><li>A supplemental retirement pension plan featuring a 4% contribution of base pay up to the social security ceiling and 12% for base pay over the ceiling, as well as a 50% match on personal contributions up to €600 annually</li><li>Up to €219.60 in employer-paid monthly lunch vouchers</li><li>Gym subsidy of up to €50 per month</li><li>$10,000* fertility, hormonal health and family-forming benefit</li><li>A collaborative working environment that practises ongoing training, educational support and employee appreciation events</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER

Fisher Investments

Financial Consultant

Audiovisual

Banking Services

Brokerage

Capital Markets

Customer Relations

Customer Relationship Management (CRM)

Customer Training

English Language

Finance

Financial Planning

French Language

Green Business

Health Plan

High Net Worth

Insurance

Integrated Circuits (ICs)

Investment Management

Investment Reporting

Investment Strategy

Marketing Strategy

Mentoring

Philosophy

Quality Management

Retirement Plan

Stock Market

Team Player

Training Program

Wealth Management

Work From Home

monster

Fisher Investments Luxembourg is a European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents.

ruleId[1] ruleCategoryId[EU_FR_Discrmination_warn] terms[native]

ruleId[8] ruleCategoryId[EU_FR_Compliance_Egregious_prohibit] terms[certification]

Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? Fisher Investments Luxembourg is a European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Norway as we continue our expansion in Europe. The Opportunity:  The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Norway from our office in Luxembourg. Your ability to understand our clients' needs and educate them on the reasoning behind portfolio changes is crucial to your success in this role. You will report to your Team Manager who will aid in your professional development. The Day-to-Day:<ul><li>Build long standing relationships with our clients, ensuring they always receive exceptional service</li><li>Manage a book of high-net-worth relationships with approximately €100-150 million in assets</li><li>Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams</li><li>Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy</li><li>Gain advanced finance and capital markets education through our training program</li></ul>Qualifications: <ul><li>2+ years exposure to private clients within the banking/wealth management industry</li><li>A sound knowledge of financial concepts, markets, current events and the market</li><li>Native Norwegian and native or fluent English language skills; Proficiency in other European languages is beneficial</li><li>Connect with and educate a variety of audiences</li><li>Maintain a positive personality and empathise with clients in good times and bad</li><li style="margin-bottom:0.0001pt">MiFID certification, training or the equivalent</li><li style="margin-bottom:0.0001pt">CFA or similar education is beneficial</li></ul>Why Fisher Investments Luxembourg: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Luxembourg align with our clients’ priorities by using a simple and transparent fee structure and recognised European custodians.  It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:<ul><li>100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents</li><li>28 days annual leave with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays</li><li>A supplemental retirement pension plan featuring a 4% contribution of base pay up to the social security ceiling and 12% for base pay over the ceiling, as well as a 50% match on personal contributions up to €600 annually</li><li>Up to €219.60 in employer-paid monthly lunch vouchers</li><li>Gym subsidy of up to €50 per month</li><li>$10,000* fertility, hormonal health and family-forming benefit</li><li>A collaborative working environment that practises ongoing training, educational support and employee appreciation events</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER

Bank Management

Career Counseling

Chartered Financial Analyst (CFA)

Customer Support/Service

Markets in Financial Instruments Directive (MiFID)

Norwegian Language

Relationship Management

Team Lead/Manager

Investissements

French Investment Counsellor

Norwegian Investment Counsellor

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